Federal Tax Associate (Fall 2027)

RSM US LLP; Melbourne (FL); Hybrid; USD 63,000 - 76,000; Full time

Job summary

RSM US LLP in Melbourne, FL seeks a tax associate to support high-net-worth families, closely held businesses, estates, trusts and private foundations. You will perform tax planning, research, and prepare federal and state tax returns while building client relationships.

The role emphasizes understanding diverse entity structures, staying current on tax laws, and contributing to cutting-edge ideas that improve client outcomes. Hybrid work options are available.

Qualifications

• Bachelor's degree in Accounting or equivalent; minimum GPA 3.0 preferred.
• CPA exam in progress preferred for tax associates.
• Travel to assigned client locations may be required.
• Access to reliable transportation to client locations.

Responsibilities

• Working with high-net-worth families, closely held businesses, estates, trusts and private foundations.
• Developing strong relationships with clients based on understanding needs.
• Completing tax planning and research.
• Preparing federal and state & local tax returns.
• Understanding reporting requirements of different entity structures and compliance processes.
• Increasing involvement in developing cutting edge tax ideas to lessen clients’ effective tax rates.
• Leveraging tax knowledge to bring work to completion for review.
• Writing memoranda and other documentation on complex tax issues for clients.

Skills

Communication skills

Excel

Teamwork

Multitasking

Adaptability

Education

Bachelor's degree in Accounting

Tools

Microsoft Excel

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. At RSM, associates work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Associates work on multiple team engagements each year, including several pieces of any particular assignment – not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life.

Examples of the candidate’s responsibilities include:

• Working with high-net-worth families, closely held businesses, estates, trusts and private foundations.
• Developing strong working relationships with clients built on understanding their needs and challenges.
• Completing tax planning and research.
• Preparing federal and state & local tax returns.
• Developing a general understanding of reporting requirements of different entity structures and the compliance process.
• Increasing involvement in developing cutting edge tax ideas that could significantly lessen clients overall effective tax rates.
• Leveraging tax knowledge and understanding of the tax preparation process to bring work to completion for review.
• Demonstrating awareness of differing levels of assurance as it relates to tax positions taken through writing memoranda and other written documentation on complex tax issues for business and private tax clients.
• Staying current on tax legislation relevant to Private Client Service clients.

Basic Qualifications:

• Minimum B.A. or B.S. degree or equivalent from an accredited university.
• Accounting major.
• Travel to assigned client locations may be required.
• Must have access to and ability to arrange for use of reliable modes of transportation to those locations.
• Minimum 3.0 GPA preferred.

Preferred Qualifications:

• Working toward the successful completion of the CPA exam – tax associates have the opportunity to obtain the audit hours required for full certification.
• Excellent written and verbal communication skills.
• Strong computer skills, including proficiency in Microsoft Excel.
• Ability to work effectively on a team.
• Ability to work and multitask in a fast-paced environment.

At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.

RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.

RSM will consider for employment qualified applicants with arrest or conviction records.

For those living in California or applying to a position in California, please click here for additional information.

Compensation Range: $63,360 - $75,600

Why work at RSM?

At RSM, we accomplish meaningful work and make an impact on the world around us. We work hard to fully understand our clients and work even harder to understand and identify your unique skills. We celebrate the differences among us and empower our talented professionals to grow forward, both personally and professionally. Our clients benefit from fresh insights and energy as we collaborate to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.